Email short cut keys
Click on the “?” in the template editor toolbar it displays a bunch of keyboard shortcuts you can use in the editor (not all of which are represented by icons on the toolbar – yet!)
Category: EMAILS EMail menu selection box
Adding a website address (URL) to an email
To insert a link to a website (URL) into an email template, go into the template and press CTRL+K (or CMD-K if you are on a Mac) – this brings up a handy editor box where you can enter the URL and what it should display in your email template…
Sending mail shots
You can select which type of member are to receive a mailshot you can also select or supress individual members from the email shot list. The easiest way it from the UTILITIES menu to select either MEMBER MAILSHOTS or OFFICER MAILSHOTS as appropriate. Select the template to be used and…
Creating an email template
To send out bulk emails it is necessary to first create the template to be used. From SETTINGS- CREATE EMAIL TEMPLATES click Create new email template. Give the template a name, description and subject. Select the correct data source.This will usually be Members unless the emails is to go to Officers…
Confirmation Emails
First create your email using Email Template from the SETTINGS page. Make sure that you select the correct “Data Source for Templates” this should be either Online renewal confirmation or Online application confirmation. You can then select the appropriate merege fields from the Inert Field box. You should not just type in the…
Suppress renewal confirmation emails
From the SETTINGS – CUSTOM FIELDS page, click on the appropriate confirmation email drop down box and the first entry is “None – Do not send out confirmation email to the member”
Why do all the emails come back to me?
You need to change your settings. Go to SETTINGS – PREFERENCES and put a tick in the “Email receipts/mailshots direct to member” box
Creating a Document
Before a document can be attached to an email it has to be created. From the UTILITIES menu click on DOCUMENTS – Manage uploaded documents Click “Create New Document” – give it a name and description and then select its purpose from the drop down list – Now SAVE the record.…
EMail menu selection box
Adding a website address (URL) to an email
To insert a link to a website (URL) into an email template, go into the template and press CTRL+K (or CMD-K if you are on a Mac) – this brings up a handy editor box where you can enter the URL and what it should display in your email template…
Sending mail shots
You can select which type of member are to receive a mailshot you can also select or supress individual members from the email shot list. The easiest way it from the UTILITIES menu to select either MEMBER MAILSHOTS or OFFICER MAILSHOTS as appropriate. Select the template to be used and…
Creating an email template
To send out bulk emails it is necessary to first create the template to be used. From SETTINGS- CREATE EMAIL TEMPLATES click Create new email template. Give the template a name, description and subject. Select the correct data source.This will usually be Members unless the emails is to go to Officers…
Confirmation Emails
First create your email using Email Template from the SETTINGS page. Make sure that you select the correct “Data Source for Templates” this should be either Online renewal confirmation or Online application confirmation. You can then select the appropriate merege fields from the Inert Field box. You should not just type in the…
Suppress renewal confirmation emails
From the SETTINGS – CUSTOM FIELDS page, click on the appropriate confirmation email drop down box and the first entry is “None – Do not send out confirmation email to the member”
Why do all the emails come back to me?
You need to change your settings. Go to SETTINGS – PREFERENCES and put a tick in the “Email receipts/mailshots direct to member” box
Creating a Document
Before a document can be attached to an email it has to be created. From the UTILITIES menu click on DOCUMENTS – Manage uploaded documents Click “Create New Document” – give it a name and description and then select its purpose from the drop down list – Now SAVE the record.…